Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Arbitrage Fund Regular vs UTI Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon ITI Arbitrage Fund Regular - Growth

Invest Now

tortoise-icon UTI Arbitrage Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Fund ITI Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Low
Asset Size (Cr) ₹43 Cr ₹6518 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Sep 2019 29 Jun 2006
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 1110%
Expense Ratio 0.93 0.74
Manager Vikrant Mehta Deepesh Agarwal
ISIN Code INF00XX01416 INF789FB1RJ0
Exits Load ITI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.75% 0.7%
6 Month 3.57% 3.52%
1 Year 6.95% 7.16%
3 Year 6.15% 6.89%
5 Year 4.61% 5.58%

SIP Return Analysis

Scheme Name ITI Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month 1.83% 1.75%
1 Year 7.11% 7.12%
3 Year 6.97% 7.34%
5 Year 5.79% 6.5%

Rolling Lumpsum Returns

Scheme Name ITI Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 3.08% 6.8%
3 Year 3.83% 6.66%
5 Year 4.28% 6.98%

Risk Management

Scheme Name ITI Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.745% 0.617%
Sharp -1.529% -0.152%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Name Vikrant Mehta Deepesh Agarwal
Total AUM ₹698 Cr ₹35015 Cr
Funds Managed 8 9
ITI Arbitrage Fund Regular - Growth UTI Arbitrage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

ITI Arbitrage Fund Regular - Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 26.79 97.1
Large Cap 56.82 44.49
Mid Cap 14.62 11.54
Small Cap 1.77 2.47

Sector Allocation

Scheme Name

ITI Arbitrage Fund Regular - Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 26.79 97.05
Energy 2.78 5.75
Technology 1.65 3.79
Industrials 5.1 5.13
Financial Services 29.76 22.63
Healthcare 4.06 2.43
Basic Materials 15.27 5.9
Consumer Cyclical 4.63 5.77
Communication Services 5.73 2.02
Consumer Defensive 4.23 1.49
Utilities - 2.2
Real Estate - 1.43

Top Comparisons

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.88%

VS

PGIM India Ultra Short Duration Fund - Growth PGIM India Ultra Short Duration Fund - Growth

3Y Returns6.56%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns26.82%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns25.37%

Compare Now

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns29.71%

VS

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns31.82%

Compare Now

ICICI Prudential Regular Savings Fund - Plan - Growth ICICI Prudential Regular Savings Fund - Plan - Growth

3Y Returns11.28%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns11.64%

Compare Now
Add to Cart Successfully